Compare · 3 funds side by side · dividends reinvested

QLDY, CGDV and SCHD

QLDYDefiance×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

QLDY, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.0

Defiance Nasdaq 100 LightningSpread Income ETFIncome · Dividend stocks1.04%47.98%+9.8%+6.1%[…][…]−14.7%22.4%$53M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: QLDY 2025 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Defiance Nasdaq 100 LightningSpread Income ETF · $53M[…]

QLDY

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested

QLDYMeasureCGDV

+9.8%Year to dateJan 1 → Nov 5+14.6%

+6.1%1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $20,044+26.1%

[…]5 years · per year[…]

1.04%Expense ratio$104 · $33 a year on $10k · lower is better0.33%

47.98%Trailing 12-mo yield$4,798 · $122 a year on $10k1.22%

−14.7%Worst dropSmaller is better−9.7%

22.4%VolatilityLower is calmer12.6%

QLDYCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5CGDV wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QLDY vs CGDV: Top 5 Holdings

Today

QLDY

[…]in top 5

CGDV

in top 524.4%

QLDYStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

QLDY vs CGDV Returns, Every Period

DefianceQLDY

+6.1%

past year

CGDVCapital Group

+17.5%

past year

QLDYCGDVFaded: behind in that period

0–2CGDV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

QLDY vs SCHD

YTD

DefianceQLDY

+9.8%

SCHDSchwab

+35.3%

+9.8%Year to date+35.3%

−14.7%Worst drop · 1Y−6.9%

22.4%Volatility · 1Y11.5%

48.0%Yield2.9%

$52.8MAssets$123B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QLDY, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

QLDY1.04%$104

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: QLDY, CGDV, SCHD

47.98%highest, QLDY

FundTrailing yieldYield$10k

QLDY47.98%$4,798

SCHD2.91%$291

CGDV1.22%$122

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$4,694most kept, QLDY

QLDY$4,798 − $104 = $4,694

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: QLDY, CGDV, SCHD

Today

5.8%most shared, CGDV and SCHD

QLDYCGDVSCHD

QLDY—[…][…]

CGDV[…]—5.8%

SCHD[…]5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

CGDVWorst drop−9.7%12.6% vol

QLDYWorst drop−14.7%22.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

QLDYSCHD

+9.8%Year to date+35.3%

48.0%Yield2.9%

+6.1%Past year+41.6%

1.04%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026